Input the listing into the MLS using a prior listing, tax records, or a completed MLS data sheet

Upload all necessary documents: photos, seller disclosures, bill of sale, covenants, etc.

Enter showing instructions into your preferred showing system (Instashowing, ShowingTime, or another)

Make ongoing updates in the MLS throughout the transaction - price changes, open houses, status changes, new photos, you name it

Track down and obtain any missing signatures on listing agreements, disclosures, or required forms

Schedule cleaning and/or staging if needed (agent or client pays)

Schedule and order photography, drone shots, and measurements (agent pays)

Create a professional brochure and flyer (PDF provided)

Send your seller a virtual thank-you note along with links to all the major sites where their home is featured (Zillow, Realtor.com, etc.)

Review  Listing Agreement and related documents for any missing info or signatures

Coordinate delivery of earnest money check

Obtain copies of earnest money checks for your records

Obtain signed copy of earnest money agreement, if applicable.

Email executed documents to your client, lender, and title company

Send a professional introductory email to all parties with next steps and key details

Maintain consistent communication with the other agent, lender, and title company throughout the process

Track key deadlines (inspection period, financing, closing) and add them to your calendar

Draft/send amendments for electronic signature

Confirm repair requests executed and obtain receipts

Order home warranty if applicable and provide invoice to title

Order septic inspection if applicable and provide invoice to title

Order survey if applicable and provide invoice to title

Obtain utility information for the buyer’s agent

Confirm appraisal is ordered, scheduled, and completed

Track progress toward Clear to Close

Confirm closing disclosure or settlement statement is sent for signatures (agent/lender handles final approval)

Confirm final walk-through is scheduled

Send a thank-you note and review request to your client (if you’d like me to!)

Review  Purchase Agreement and related documents for any missing info or signatures

Coordinate delivery of earnest money check

Obtain copies of earnest money checks for your records

Obtain signed copy of earnest money agreement, if applicable.

Email executed documents to your client, lender, and title company

Send a professional introductory email to all parties with next steps and key details

Maintain consistent communication with the other agent, lender, and title company throughout the process

Order and Schedule Home Inspection

Track key deadlines (inspection period, financing, closing) and add them to your calendar

Draft/send amendments for electronic signature

Confirm repair requests executed and obtain receipts

Obtain copies of septic inspection if applicable

Obtain copy of survey if applicable

Obtain copy of home warranty if applicable and verify title has the invoice

Order septic inspection if applicable and provide invoice to title

Order survey if applicable and provide invoice to title

Obtain utility information for the listing agent

Confirm appraisal is ordered, scheduled, and completed

Track progress toward Clear to Close

Confirm closing disclosure or settlement statement is sent for signatures (agent/lender handles final approval)

Confirm final walk-through is scheduled

Send a thank-you note and review request to your client (if you’d like me to!)